You can transfer a Template Record (TAD) (also known as a TR) to a new Target Record by first retrieving the specific Source Record desired for transfer. After the TR has been successfully retrieved, you must select the “Transfer” icon and a "Transfer Template Record" pop-up window will be displayed with 3 sections:
Next, after making all entries and selections in the "Transfer Template Record" pop-up window, you must select the “Submit” button to be returned to the TR page to complete the transfer. Once you have selected the “Submit” button on the Transfer Template Record pop-up window, the message, “Transfer is Pending and you must submit or save the record to complete Transfer Action” will be displayed at the top of the page.
You can select the “Save” button to complete the Transfer, or you can first make any desired changes (if needed) and then select the “Submit” button or “Save” button to complete the Transfer. The message, “Template Record Transferred Successfully” will be displayed at the top of the page.
For more information on the general transfer rules, please click here.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.